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In this short video, CIO James St. Aubin gives a quick recap of Q1 2024 economic and market forces.
WATCH NOWIn this short video, CIO James St. Aubin gives a quick recap of Q1 2024 economic and market forces. Fixed income and equity markets entered the quarter with strong rallies, driven by expectations of both cooling inflation and resilient growth. However, once expectations for the Fed to cut rates declined, turbulence in the bond market appeared. St. Aubin also shares GDP growth and earnings outlooks and prompts us to prepare for March CPI data, which comes out on April 10. Of note: recent rising energy prices are likely to create some tailwinds for the inflation story, which will likely create headwinds for the bond market in the second quarter.
2023 Year-End Quarterly Webcast
At the end of 2023, the financial markets were pricing in a Goldilocks environment for 2024 that [...]
WATCH NOWAt the end of 2023, the financial markets were pricing in a Goldilocks environment for 2024 that included continued disinflation and resilient economic growth. Will that outlook materialize and what could happen to asset prices if it doesn’t? Hear thoughts and analysis our Investment Team leaders and see how our investment products responded in Q4 across fixed income and equity asset classes.
In this Q4 2022 Market Update, Chief Investment Officer James St. Aubin and Chief Investment [...]
Read MoreCIO Insights: January 10, 2023
Sierra CIO James St. Aubin provides an update.
WATCH NOWCIO Insights: December 5, 2022
CIO James St. Aubin provides insights on recent market activity influenced by the holiday season, [...]
Read MoreChief Investment Officer, James St. Aubin, and Chief Investment Strategist, Ryan Harder, discuss [...]
Read MoreCIO Insights in 90 Seconds
WATCH NOWIn this debut edition of CIO Insights, CIO James St. Aubin offers a 90-second take on market performance and current portfolio positioning. Hear how we’ve reacted to the markets’ September lows and the Fed’s hawkish decisions, as fixed income classes sold off and money market yields increased.
Our latest commentary covers a second half that begins on an optimistic note.
VIEW RESOURCEMarkets Can No Longer Rely On Help From The Fed
The Fed ignored rising inflation and a tight labor market for too long.
WATCH NOWIt’s clearly difficult for investors to know what to do in the scary new world of a Fed aggressively tightening financial conditions in the face of runaway inflation. Ready for more? Doug shares his observations and perspective in this week's Market Minute.
These Types of Markets Make Things Difficult For Investors
Investors who have grown used to strong returns the last 2 years may face some statement shock.
WATCH NOWInvestors who have grown used to strong returns the last 2 years may face some statement shock when they open their first quarter statement. Out of control inflation, the war in Ukraine and the prospect of aggressive Fed rate hikes may continue to push long-term interest rates higher. Doug shares his perspectives in this week's Market Minute.
Investors Have A Lot To Worry About
Just when you think you've figured out the markets, they typically change.
WATCH NOWRecent volatility serves as a good example of how hard it can be to predict the markets on a short-term basis. We have observed high levels of intra-day volatility many days. And volatility from day-to-day. In this week's Market Minute, I dissect current market forces that have investors worried and offer you a potential solution.
Don't Get Emotional, Rely On Your Discipline
Don't let emotions get the best of you, rely on your discipline.
WATCH NOWVolatility returned to the markets late in the 4th quarter but ramped up considerably in January. When the markets begin to shake, investors tend to get emotional. To put it simply, don’t get emotional – rely on your discipline. I share my perspective on January’s rollercoaster ride in this week’s Market Minute.
It Was the Best of Times, It Was the Worst of Times
2021 was both good and bad. What lies ahead in 2022?
WATCH NOWAsk him about 2021, and he'll say Charles Dickens said it the best: "It was the best of times, it was the worst of times." Focusing on 2022, he has his eyes on a handful of risks in the markets. Doug Loeffler, CFA, CAIA looks back at last year, and brings 2022 into focus in this week's Market Minute.
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